Madrona Financial Services
ACWI icon

Madrona Financial Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Madrona Financial Services’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.55M Sell
28,676
-3,541
-11% -$563K 0.71% 35
2026
Q2 		$5.06M Sell
32,217
-1
-0% -$153 0.93% 24
2026
Q1 		$4.46M Sell
32,218
-84
-0.3% -$12.1K 0.98% 25
2025
Q4 		$4.57M Sell
32,302
-630
-2% -$88.4K 0.98% 23
2025
Q3 		$4.55M Sell
32,932
-1,751
-5% -$233K 1% 23
2025
Q2 		$4.46M Sell
34,683
-2,386
-6% -$286K 1.07% 23
2025
Q1 		$4.31M Sell
37,069
-7,372
-17% -$883K 1.19% 23
2024
Q4 		$5.22M Sell
44,441
-2,161
-5% -$259K 1.42% 18
2024
Q3 		$5.57M Sell
46,602
-945
-2% -$108K 1.55% 19
2024
Q2 		$5.34M Sell
47,547
-1,074
-2% -$118K 1.64% 17
2024
Q1 		$5.35M Sell
48,621
-802
-2% -$84.2K 1.86% 16
2023
Q4 		$5.03M Sell
49,423
-30,248
-38% -$2.89M 1.98% 13
2023
Q3 		$7.36M Sell
79,671
-176,387
-69% -$16.9M 3.36% 7
2023
Q2 		$24.6M Sell
256,058
-27,964
-10% -$2.6M 12.01% 1
2023
Q1 		$25.9M Sell
284,022
-19,874
-7% -$1.77M 13.89% 1
2022
Q4 		$25.8M Buy
303,896
+3,073
+1% +$259K 14.76% 1
2022
Q3 		$23.4M Buy
300,823
+3,860
+1% +$333K 14.46% 1
2022
Q2 		$24.9M Sell
296,963
-19,480
-6% -$1.77M 14.59% 1
2022
Q1 		$31.3M Sell
316,443
-166,693
-35% -$16.6M 15.35% 1
2021
Q4 		$51.1M Buy
483,136
+6,455
+1% +$674K 21.6% 1
2021
Q3 		$47.6M Buy
476,681
+6,043
+1% +$620K 22.6% 1
2021
Q2 		$47.6M Sell
470,638
-913
-0.2% -$91K 24.46% 1
2021
Q1 		$44.9M Buy
471,551
+17,116
+4% +$1.61M 23.02% 1
2020
Q4 		$41.2M Sell
454,435
-760
-0.2% -$64.9K 23.02% 1
2020
Q3 		$36.4M Buy
455,195
+3,829
+0.8% +$303K 22.83% 1
2020
Q2 		$33.3M Buy
451,366
+12,781
+3% +$892K 23% 1
2020
Q1 		$27.4M Buy
+438,585
New +$32.5M 22.78% 1

Other funds holding ACWI

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $375M AUM 13.2% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Fulcrum Asset Management
Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Verger Capital Management
Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return

Madrona Financial Services's ACWI Position: Q3 2026 in Review

Madrona Financial Services reduced its iShares MSCI ACWI ETF (ACWI) stake by 11% in Q3 2026, selling an estimated $563K and leaving 28,676 shares worth $4.55M. The position accounts for 0.71% of the portfolio, ranked #35.

Madrona Financial Services first reported a position in ACWI in Q1 2020 and has held it in 27 quarters since. The position peaked at $51.1M in Q4 2021. 488 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Madrona Financial Services held 28,676 shares of iShares MSCI ACWI ETF worth $4.55M as of Q3 2026.
  • Madrona Financial Services sold 3,541 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $563K.
  • iShares MSCI ACWI ETF made up 0.71% of Madrona Financial Services's portfolio in Q3 2026, its #35 holding.
  • Madrona Financial Services first reported a position in iShares MSCI ACWI ETF in Q1 2020 and has held it in 27 quarters since.
  • Madrona Financial Services's iShares MSCI ACWI ETF position peaked at $51.1M in Q4 2021.
  • 488 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.